Wealth Management is a fast developing sector in finance, showing increasing market returns and employment opportunities over time. Asia as a whole is the most promising area for Wealth Management and it is expected to progressively catch up with the most sophisticated and advanced markets (US, Japan,Singapore, Hong Kong).

This course is an advanced course in international Wealth Management, introducing the best international practice of Wealth Management. HELP University, as the CISI accredited training provider, offers you an intensive course based on 3 days of full immersion class, delivered by experienced trainers. Additional material is given to help to integrate the course with a self study period before the exam. A data bank of questions is provided to test your preparation and train you for the final CISI exam.
The CISI learning manual is provided in PDF format and this is included in the exam price. You will receive free student membership of the CISI whilst you study for this qualification, and you will have access to a wide range of membership benefits.
Visit cisi.org/membership

It provides the essentials of wealth as well as investment management, covering the wide range of the whole investment process linking together different areas of analysis:

  • Economic background analysis (at macro as well as at micro level)
  • Financial markets dynamics
  • Analysis of the drivers of the return and risk of the different markets (equity, bonds, commodities)
  • Analysis of company financial statements
  • Portfolio construction technique with special focus on how to set a portfolio according to the specific needs of clients, based on a personal financial planning analysis
  • No entry requirements.
  • Allows you to understand news, reports, analyses and debates going on financial markets (equities, bonds, exchange rates)
  • Gives you an integrated view of the functioning of financial markets
  • Teaches you how to understand, analyse and project the phases of financial markets dynamics
  • Allows you to develop over time your own view on markets
  • Allows you to set up a fundamental strategy in investing, starting from your own specific financial needs
  • Trains you to think about financial advice, covering an important area which is in strong demand by banks, asset management and other financial companies
  • Introduces you to the Master level Wealth Management program, an important qualification shaping your professional profile and giving you the best international practice
  • You get a free CISI student membership, introducing you to a prestigious and active financial community.
  • Cash and Money Markets
  • Bonds
  • Equities
  • Other Investments
  • Derivatives
  • Collective Investments
  • Financial Advice
  • Portfolio Management

A two-hour, 80 multiple-choice exam questions delivered by computer based testing (CBT). A worldwide network of test centres isavailable, ensuring flexible scheduling, instant results and ease of completing the exam on screen.
REGISTER AT: http://www.help.edu.my/cisi

Upon successful completion of this qualification you will be eligible to become an Associate member of the Institute and utilise the designated letters ACSI. CISI membership enables you to develop your career, increase your competence and maintain the highest standards of personal integrity. Visit cisi.org/membership.

The qualification offers wealth managers (including discretionary portfolio managers, private bankers, IFAs and others dealing with high net worth clients) a postgraduate level specialist qualification encompassing the breadth of knowledge needed to provide a high quality service to clients. cisi.org/cwm
EMAIL US AT: wealthmanagement@help.edu.my